This webinar will discuss the current status of Beneficial Ownership Information (BOI) reporting and reveal exactly what needs to be done. This informative session will address the specific reporting requirements and outline the exemptions that may apply. Join this course to gain a clear understanding of the obligations and necessary next steps.
Learning Objectives:
WithumSmith+Brown, PC
Partner and Lead, National Tax Services
[email protected]
(973) 532-8847
Daniel has more than 20 years of professional tax experience and experience in federal, international, and financial products taxation. He is a member of Withum’s National Tax Services Group and oversees the U.S. Federal income tax research, planning, and review functions. He is experienced in mergers and acquisitions, capital markets, and cross-border transactions.
WithumSmith+Brown, PC
Principal
[email protected]
(732) 759-6843
Scott Paterson is a Principal with over 10 years of experience in partnership tax services. Scott is part of Withum’s Tax Services Team and works with clients across various industries, including healthcare, pharmaceutical, manufacturing, consumer products, financial services and professional services. He specializes in mergers and acquisitions, tax restructuring and complex partnership transactions.
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CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222